SRA Discovery Program

Instead of offering a series of consulting calls to help you create the architectural blueprint for the future of your firm, our SRA Discovery Program serves as both the architect and general contractor to do more than come up with a set of plans.

We have combined our consulting work with this addition of helping you execute and build the most solid foundation for your firm possible. You get our entire team helping execute your vision and streamline the process of being proactive vs. reactive in growing your business.

Individual Consulting Calls

All calls are customizable based off your specific needs and priorities; includes access to all relevant proprietary documents we have created.

• Consulting Call with Karen Schmidt, President of Sanford Rose, Partner with KBIC / NLE: After studying your current search firm model and structure, this call with Karen Schmidt will consult on potential changes needed for the future to include firm models, roles, compensation plans, career paths, territories and team rules. This is designed to help you create the foundation and framework for the future firm you desire to build. (90 mins)
• Consulting Call with Greg Doersching, Senior Network Advisor: Scaling a firm requires a perpetual funnel of both quantity and quality business. Greg Doersching will share consistent strategies for continuous business development and candidate recruitment, to include methodologies for sequencing tools and deployment of international sourcing capabilities. (90 mins)
• Consulting Call with Erin Bent, Senior Director of Hiring / Training / Professional Development: Erin Bent will dig into the people side of your business with an assessment of team members, creating learning tracks for continued education and future career paths. She will also analyze current programs around hiring, onboarding, new recruiter training and ongoing professional development to maximize success with recruiter identification, attraction, onboarding, and retention. (60 mins)
• Consulting Call with Jeff Kaye, Co-CEO: At the midway point, this call with Jeff Kaye will provide broader insight as to the areas needed to build on your foundation to scale your firm including systems, processes, tools and people. (60 mins)
• Consulting Call with Mike Gionta, President of RecruiterU: Revenue predictability and performance management are essential within any firm, no matter the size. Mike will facilitate a discussion around your key performance indicators and how to engineer a system to forecast revenue 90 days out, the keys to getting consistent performance from yourself as well as your recruiting team, and the accountability structures for new hires. (60 mins)
• Consulting Call with Darren McDougal, CMO for Sanford Rose and President of Next Level Marketing Communications: Since 2006, Darren McDougal has led a team whose sole expertise is marketing communications for the search industry. Darren will analyze your organization and make recommendations in areas that include web presence, SEO, inbound marketing, lead and content generation, social media, LI, and more. (60 mins)
• Consulting Call with Nicholas Turner or Kristi Behmer, Sr. Directors of Finance: An overview of best practices for expense management and allocation, financial tracking, and operational back office models. (60 mins)
• Consulting Call with Trey Matthews, Sr. Director of Business Architecture and Analytics: By utilizing software tools and systems, organizations can reduce manual effort, increase efficiency, and ensure consistency in many areas. Trey Matthews will share an overview of critical tools to consider, allowing systems to scale and give producers more time in the day to produce. (30 mins)
• Consulting Call with Brian Denton, Sr. Director of Information Technology: Brian Denton will provide an overview and cursory examination of your technology infrastructure, computer systems setup, off-site data backups and redundancies, as well as insights into how the SRAI technology team can step in and manage current and future IT needs. (30 mins)
• Consulting Call with Jeff Kaye: This closing session will discuss the milestones and goals you’ve set for your firm and the blueprint you’ve begun to map out. We will determine the desired involvement between your team and ours in order to maximize your effectiveness, efficiency, productivity, and profitability in the achievement of those goals. (60 mins)

Premium Access to Next Level Exchange:

• Premium level access to 100% of content on Next Level Exchange to include all recorded owner-only material.
• Free participation in all training and educational webinars provided through Next Level and SRA Offices.
• Access to the 30+ Owners Therapy webinar sessions.
• Documents received include extensive compensation plans, fee and employment agreements, as well as numerous forms, programs and procedures related to operations, hiring, training, and performance management.
• Access to the Researcher Training Program.
• Access to the Sales Development Representative (SDR) program.

Unlimited Enrollment – Upcoming Webinars and Courses

• Ongoing Lunch & Learn Series: Relevant scripts, topics and encouragement for what we are facing currently. Conducted weekly for only the SRA / KBIC family.
• Monthly Tools/Tech MasterMind Webinars: For Researchers, Sales Dev Rep/Candidate Dev Reps, and anyone with a passion for new tools and tech! Conducted monthly for only the SRA / KBIC family.
• Facilitated Foundation Training: Five-week course with live webinars and a schedule of daily videos, quizzes, collaborative questions, role playing, and script development.
• Owner Therapy: Monthly Webinar covering specific subjects relevant to search firm owners, no matter the size of your firm or tenure of your organization.
• All current and upcoming courses launched by Greg Doersching, Karen Schmidt, Jeff Kaye, Erin Bent, Rob Mosley and anyone else on the team. You will have full access to the schedule and calendar to any webinars, courses and sessions you or anyone on your team is interested in attending.

Support from our 45+ Person Team

• Personal Head Coach – Greg Doersching, Erin Bent, or Christine Geiger will be assigned based on the suitable match, and independent calls can be conducted as needed.
• Hiring Support – We can explore commencing a hiring initiative for your organization with two dedicated people to your search – a recruiter and coach. Sanford Rose provides this resource without any cost above postings (Ex. LinkedIn, Indeed) that begins with a intake kick-off call, job description development and the initial launch of the search to identify candidates specific for your internal hiring needs.
• Marketing Communications – in addition to the bootcamp consulting, the marcom team can begin working with you to craft the right digital marketing strategy for your firm, including web visibility, inbound marketing, SEO, email newsletter marketing and social media. Should you join Sanford Rose, the team will review your website effectiveness and if needed bring web design teams familiar with the search industry to build/redesign website at an additional cost.
• Our SRA Technology Team will be your primary “Go To” for most all of your Help Desk remote support and basic systems maintenance. They can collaborate with you on computer systems setup, networking, off-site data backups, redundancy and mobile device support when the devices you count on to help you in business let you down.
• Split Network Access – We will make custom introductions to SRA offices based on a need for trusted split partners for any urgent and critical searches. This can serve to expand your reach, maximize earning potential, enhance your credibility and ensure a strategic advantage in this globally competitive landscape.
• Full force of our Team – If you have a challenge, need, problem or question just email either your coach or any team member. We will get you an answer or get you connected with those who can. In short, you will have full access to our team while participating in the Discovery and doing your appropriate due diligence on SRA.
• You will be copied on all timely information being sent to all SRA offices. Information will include any operational, and financial memos and suggestions sent out to owners only, proprietary within the network.

Statistics and Track Record

• Number of existing search firms who joined SRA:
  ▪ 2013-2021: 139
  ▪ 2022 (As of July 1, 2022): 15
• Average growth of offices in the network within 5 years:  216%
• Testimonials from participants and referrals available.

Investment

• Our standard Owners Boot Camp cost is $12,500. The total cost of our SRA Discovery Program is $7,500 – a lower investment yet significantly more work from our team. Flexible payment terms can be customized based on the unique situations of each client.
• You may decide SRA is not the right fit for you, but the value you receive dwarfs the minimal investment. This program is only offered to exclusive qualified firms as we are confident in the value of SRA will be validated through your experience in working with our team.

 

* Payment plans available
* Firms must be invited or approved for candidacy in Sanford Rose Associates network of independently owned and operated offices
* Next Level Exchange accepts credit cards for the SRA Discovery Program